HoldingsChannel.com
Collaborative Wealth Managment Inc. Top Holdings
As of  09/30/2022, below is a summary of the Collaborative Wealth Managment Inc. top holdings by largest position size, as per the latest 13f filing made by Collaborative Wealth Managment Inc.. In the Collaborative Wealth Managment Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Collaborative Wealth Managment Inc. in that top holding, then the share count change between reporting periods, and finally the Collaborative Wealth Managment Inc. top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
APPLE INC 27,824 +135 $3,845
     AAPL27,824+135$3,845
WISDOMTREE TR 89,688 +4,745 $3,826
     WFHY89,688+4,745$3,826
SPDR SER TR (SPYG) 76,037 -2,085 $3,809
     SPYG76,037-2,085$3,809
GLOBAL X FDS 181,216 +9,887 $3,717
     PFFD181,216+9,887$3,717
SPDR SER TR (SPYV) 106,082 +40,355 $3,659
     SPYV106,082+40,355$3,659
FIRST TR EXCHNG TRADED FD VI (FIXD) 83,307 -2,803 $3,627
     FIXD83,307-2,803$3,627
SPDR SER TR (SPMD) 90,544 +63,433 $3,491
     SPMD90,544+63,433$3,491
SPDR SER TR (HYMB) 66,693 +4,884 $3,196
     HYMB66,693+4,884$3,196
SPDR SER TR (SPIP) 116,512 +5,599 $2,955
     SPIP116,512+5,599$2,955
WISDOMTREE TR 47,634 +4,020 $2,801
     EMCB47,634+4,020$2,801
SPDR SER TR (SPTM) 62,524 +32,593 $2,758
     SPTM62,524+32,593$2,758
INVESCO EXCH TRD SLF IDX FD 85,984 +26,275 $2,717
     OMFS85,984+26,275$2,717
FIRST TR EXCHANGE TRADED FD (FTCS) 36,788 -8,202 $2,443
     FTCS36,788-8,202$2,443
INVESCO EXCH TRADED FD TR II (QQQM) 22,004 -5,894 $2,419
     QQQM22,004-5,894$2,419
SPDR INDEX SHS FDS (SPDW) 86,016 +17,466 $2,219
     SPDW86,016+17,466$2,219
VANGUARD INDEX FDS (VTI) 12,189 -513 $2,188
     VTI12,189-513$2,188
INVESCO EXCH TRADED FD TR II (PBND) 89,861 -3,482 $1,942
     PBND89,861-3,482$1,942
INVESCO EXCH TRADED FD TR II (PBUS) 52,057 -1,977 $1,862
     PBUS52,057-1,977$1,862
SELECT SECTOR SPDR TR (XLU) 28,179 -1,030 $1,846
     XLU28,179-1,030$1,846
VANGUARD WHITEHALL FDS (VYM) 18,485 -682 $1,754
     VYM18,485-682$1,754
SPDR SER TR (SPLB) 79,848 +11,561 $1,737
     SPLB79,848+11,561$1,737
VANGUARD SCOTTSDALE FDS (VCIT) 22,866 -1,633 $1,731
     VCIT22,866-1,633$1,731
SELECT SECTOR SPDR TR (XLK) 14,178 -1,002 $1,684
     XLK14,178-1,002$1,684
SPDR INDEX SHS FDS (SPEM) 53,283 -806 $1,654
     SPEM53,283-806$1,654
SSGA ACTIVE ETF TR (SRLN) 39,248 -2,865 $1,604
     SRLN39,248-2,865$1,604
J P MORGAN EXCHANGE TRADED F (JQUA) 45,736 +45,736 $1,603
     JQUA45,736+45,736$1,603
VANGUARD BD INDEX FDS (BND) 22,376 -1,288 $1,596
     BND22,376-1,288$1,596
VANECK ETF TRUST (MOAT) 25,408 +1,197 $1,524
     MOAT25,408+1,197$1,524
VANGUARD SPECIALIZED FUNDS (VIG) 11,176 -330 $1,511
     VIG11,176-330$1,511
SSGA ACTIVE ETF TR (TOTL) 37,416 -2,593 $1,503
     TOTL37,416-2,593$1,503
AMPLIFY ETF TR (DIVO) 45,606 +6,903 $1,460
     DIVO45,606+6,903$1,460
FIRST TR EXCHANGE TRADED FD (RNDV) 56,140 +2,378 $1,397
     RNDV56,140+2,378$1,397
SELECT SECTOR SPDR TR (XLV) 11,402 -343 $1,381
     XLV11,402-343$1,381
INNOVATOR ETFS TR (BMAY) 50,295 UNCH $1,379
     BMAY50,295UNCH$1,379
FIRST TR MORNINGSTAR DIVID L (FDL) 41,801 +836 $1,343
     FDL41,801+836$1,343
INVESCO QQQ TR 5,020 -920 $1,342
     QQQ5,020-920$1,342
ISHARES TR (HDV) 14,027 -343 $1,281
     HDV14,027-343$1,281
ISHARES TR (MUB) 11,265 -451 $1,156
     MUB11,265-451$1,156
WISDOMTREE TR 39,800 +5,368 $1,094
     DNL39,800+5,368$1,094
WISDOMTREE TR 20,222 -2,452 $1,090
     DGRW20,222-2,452$1,090
WISDOMTREE TR 28,376 -916 $1,069
     DON28,376-916$1,069
SPDR SER TR (SPSM) 30,548 -3,372 $1,040
     SPSM30,548-3,372$1,040
COLUMBIA ETF TR I (DIAL) 58,511 -3,651 $979
     DIAL58,511-3,651$979
VANGUARD INDEX FDS (VBR) 6,370 -197 $913
     VBR6,370-197$913
GLOBAL X FDS 22,422 -364 $884
     MLPA22,422-364$884
VANGUARD INDEX FDS (VOO) 2,639 -106 $866
     VOO2,639-106$866
SPDR SER TR (ONEY) 10,222 -17 $852
     ONEY10,222-17$852
SPDR S&P 500 ETF TR (SPY) 2,359 UNCH $842
     SPY2,359UNCH$842
SPDR SER TR (SPAB) 33,654 -4,201 $840
     SPAB33,654-4,201$840
VANGUARD INDEX FDS (VOE) 6,575 +1 $801
     VOE6,575+1$801

See Full List: All Stocks Held By Collaborative Wealth Managment Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Collaborative Wealth Managment Inc.

Size ($ in 1000's)
At 09/30/2022: $141,255
At 06/30/2022: $152,354

Collaborative Wealth Managment Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Collaborative Wealth Managment Inc. 13F filings. Link to 13F filings: SEC filings

Collaborative Wealth Managment Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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